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NX Inventory — Substituting an Ingredient

Updated

Substituting an Ingredient

The Substitution Wizard permanently swaps one ingredient for another across your recipes — for example, changing brands or moving to a different pack. Before anything changes, it shows you exactly what will be affected. This article covers running a substitution safely.

When to use it

Use a substitution when you're permanently replacing a product everywhere it's used — a discontinued item, a supplier switch, or a reformulation. (For a one-off "we're out tonight," just 86 the dish instead.)

Where to find it

Inventory → Substitution Wizard. Substitutions run per venue, so select a location first.

Step 1 — Choose the swap

  1. Select the item you're replacing.
  2. Select the item you're replacing it with.
  3. Click Preview impact.

Step 2 — Review the impact

Before you apply anything, the wizard shows you:

  • Which recipes use the old item and will change.
  • The cost before and after for each affected recipe, so you can see the margin impact.
  • Any open purchase orders that still reference the old item.

Review this carefully — it's your chance to catch surprises before they hit your recipes.

Step 3 — Apply

  1. Select which recipes you want the swap applied to (you can do all or a subset).
  2. Click Apply.
  3. The chosen recipes are updated to use the new item.

Audit trail

Every substitution is recorded permanently for audit — what was swapped, when, and where — so you always have a history of ingredient changes.

Tip: Use the impact preview as a costing tool. Even if you don't apply the swap, previewing shows how a different product would change your recipe costs.

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